Zf Commercial Vehicle Control Systems India Limited · NSE:ZFCVINDIA
Zf Commercial Vehicle Control Systems India — WABCO India — Investor Day (June 2018)
29 slides from Zf Commercial Vehicle Control Systems India's investor day presentation, Jun 19, 2018
Slide 1: WABCO India Limited Investor Day 2018
WABCO INDIA LIMITED INVESTOR DAY 2018 MUMBAI June 19 2018 1 WABCO Confidential and Proprietary
Slide 2: Your WABCO Hosts
YOUR WABCO HOSTS P. Kaniappan Managing Director M Lakshminarayan Chairman R.S. Raja Gopal Sastry Chief Financial Officer 2 2 WABCO Confidential and Proprietary
Slide 3: Safe Harbor Statement
SAFE HARBOR STATEMENT Statements in this document describing the Company's objectives, projections, estimates and expectations may be "forward looking statements" within the meaning of applicable securities laws and regulations. Actual results could differ materially from those expressed or implied
Slide 4: About WABCO: The Industry's Technology Innovator
ABOUT WABCO: THE INDUSTRY’S TECHNOLOGY INNOVATOR SALES BY CUSTOMER TYPE In 2017: 6% 4% $3.3B ~15,000 15 Industry technology firsts introduced 9% 24% 57% Annual Employees in during the last 5 years revenues 40 countries OE Truck & Bus Aftermarket No.1 10 Years 2,900 27 Trailer Car Off-Highway in all
Slide 5: A Rich Portfolio of Technologies
A RICH PORTFOLIO OF TECHNOLOGIES X% AS PERCENTAGE OF WABCO 2017 SALES 19% 12% 3% BRAKING Wheel End CONTROL 35% Digital Services Air Processing Air Brake Valves 12% EBS & ESC Air Management Transmission Compressors Systems Automation Steering Control Suspension Control 1% Electronic Controls & ABS Mo
Slide 6: Our Value Creation Proposition
OUR VALUE CREATION PROPOSITION We apply advanced technology and services to support commercial vehicle OEM and fleet needs Fleets OEMs EFFICIENCY CONNECTIVITY • Fuel efficiency SAFETY • Advanced systems integration • Aerodynamics • Braking systems • Fleet Management Systems • Emissions reduction • A
Slide 7: Constantly Invading New Technology Spaces
CONSTANTLY INVADING NEW TECHNOLOGY SPACES TECHNOLOGY STRATEGY EVOLUTION INDUSTRY VISION OnCity Evasive Maneuver Assist Lane Keep Assist OnGuard Maneuvering OnLane ProView Multi Brand Big Data Analytics Braking System Stability Control Telematic units Diagnostic Platform Active OptiLock Steering Fuel
Slide 8: Anticipating the Evolution of Our Industry
ANTICIPATING THE EVOLUTION OF OUR INDUSTRY Mega Trends Population Growth, Urbanization & Regulatory Increasingly Exponential Smart Push for Greener Complex Growth of New infrastructure Environment Customer Needs Technologies Commercial Segmentation Transportation of Commercial Vehicles Requirements
Slide 9: Driving Vehicle Efficiency & Sustainability
DRIVING VEHICLE EFFICIENCY & SUSTAINABILITY Fuel Efficiency Energy Electric Vehicles Recuperation Electronically Clutch Controlled Air Automated Hybrid EBS Air Processing Compressor Suspension Manual Unit EBS Brake Control Transmission Electrically Driven Compressor or compressed air Trailer Aerodyn
Slide 10: Connectivity: Mobilizing Vehicle Intelligence
CONNECTIVITY: MOBILIZING VEHICLE INTELLIGENCE WABCO uniquely offers insights on truck, trailer and driver performance Other Data Providers Big Data & Analytics Provide a Broad Spectrum of Vehicle Systems Data V2X Platooning (V2V) 10 WABCO Confidential and Proprietary
Slide 11: WABCO Blueprint for Autonomous Driving
WABCO BLUEPRINT FOR AUTONOMOUS DRIVING 360° SENSING CONNECT Predictive control: - Predicts traffic situation - Learns behaviors - Defines system reaction Braking Active - 100ms cycle system Steering Reactive Control: Stability - Measures vehicle situation Control - Safety critical Dynamic Motion Con
Slide 12: The DNA of Our Innovation Leadership
THE DNA OF OUR INNOVATION LEADERSHIP Advanced Development A Globally Integrated Product Development Team Organization seeds innovation, leads technology screening and concept validation for rapid protoyping Skilled Application Engineers in all key regions provide excellent Broad System & customer co
Slide 13: WABCO India
WABCO INDIA 13 WABCO Confidential and Proprietary
Slide 14: A Leading Supplier of Technologies and Services to the Indian CV Industry
A LEADING SUPPLIER OF TECHNOLOGIES AND SERVICES TO THE INDIAN CV INDUSTRY Indian Commercial Market leader for five decades Vehicle Industry Rs. 2611 Cr Sales in 2017-18 Over 4400 employees (516 engineers) Across all sites & offices Aligned with customer’s 5 manufacturing locations manufacturing foot
Slide 15: India Legislation – Status and Forecast
INDIA LEGISLATION – STATUS AND FORECAST Legislation requires installation of products enhancing Efficiency, Safety and Connectivity Red = in discussion Type Status 2016 2017 2018 2019 2020 2021 2022 2023 (January 2018) Emission / BS IV BS IV (Nation wide) BS VI (Nation wide) Efficiency BS VI ABS for
Slide 16: Penetration of Global Products / Advanced Technologies
PENETRATION OF GLOBAL PRODUCTS / ADVANCED TECHNOLOGIES ESC – Electronic Stability Control Automatically intervenes to improve stability Prevents vehicle from rolling over, skidding & jack-knifing when driven too fast through a curve Automated Manual Transmission Euro IV & GST increased the AMT appli
Slide 17: Expand Product Portfolio Horizontally
EXPAND PRODUCT PORTFOLIO HORIZONTALLY DOOR CONTROL SYSTEMS Globally proven design : ECU & integrated flow control valve Control valves meeting automotive specifications Built in emergency and damping function is available STEERING This active steering supports all truck platform axle load Natural st
Slide 18: Drive Growth of Smart Digital Solution Business
DRIVE GROWTH OF SMART DIGITAL SOLUTION BUSINESS FLEET MANAGEMENT SYSTEMS • Government regulation on safety will drive FMS in bus segment • OEMs will offer as a standard solutions • Emergence of larger fleets • Euro 4 has facilitated CAN based solutions • FMS with CAN based diagnostics will support A
Slide 19: WABCO Technology for Electrified Vehicles
WABCO TECHNOLOGY FOR ELECTRIFIED VEHICLES FUEL Powered Trucks ELECTRIC Powered Trucks Several million trailers Air Generation in use today need air c-comp™ FuelGuard™ APU to be operated E-APU e-comp™ Clutch Compressor Electric Compressor Electrification Electronic air Air Actuation suspension contro
Slide 20: Mahindra World City Plant
Area Wise Sales America Asia Europe MAHINDRA WORLD CITY PLANT 48% 47% 5% This image cannot currently be display ed. Mahindra CRANKSHAFT AIR SUPPLY UNITS WE DELIVER ALL ACROSS THE VOLVO This image cannot currently be display ed. GLOBAL MARKET This image cannot currently be display ed. SCHMITZ CARGO B
Slide 21: WABCO Technology Center India
WABCO TECHNOLOGY CENTER INDIA INCREASING RESPONSIBILITY SOFTWARE DEVELOPMENT • Primary responsibility for modular Braking System Platform FOR mBSP (MBSP) software development • Application engineering- ABS, ADAS • Automated Manual Transmission roll-out in India PRODUCTIVITY • Software test automatio
Slide 22: Global Opex Efficiency: Global Business Services
GLOBAL OPEX EFFICIENCY :GLOBAL BUSINESS SERVICES • Cross functional organization DELIVERING CREATIVE SOLUTIONS • Infrastructure application services L&T related to IT and business services - TRAMO, HR, OE sales Cognizant Tata Consultancy InfoTech Services , Sourcing & Purchasing, Product Engineering
Slide 23: Shareholder Value Creation
SHAREHOLDER VALUE CREATION 9,000.00 8,000.00 7,000.00 6,000.00 5,000.00 4,000.00 3,000.00 2,000.00 1,000.00 - 18-Jun-09 18-Jun-10 18-Jun-11 18-Jun-12 18-Jun-13 18-Jun-14 18-Jun-15 18-Jun-16 18-Jun-17 Source: National Stock Exchange Solid generation of shareholder value 23 WABCO Confidential and Prop
Slide 24: Awards and Accomplishments
AWARDS AND ACCOMPLISHMENTS “Best Supply Chain Transformation” award from Second prize in National Productivity Championship Cummins India – Aug’17 competition conducted by IMTMA – Aug’17 24 WABCO Confidential and Proprietary
Slide 25: Awards and Accomplishments
AWARDS AND ACCOMPLISHMENTS Recognition of excellence through awards First prize in SAE computer aided Platinum awards in AOTS competition Platinum and Gold awards in NIQR Six engineering (CAE) Finite element analysis for maintenance engineers – PAM Sigma competition – Jan 2018 (FEA) competition – PE
Slide 26: Events
EVENTS Launch of Intelligent Trailer Demonstration of ADAS Expansion of GBS Program Technology to Mr. Girish Wagh Mar 28 Mar 28 Mar 29 26 WABCO Confidential and Proprietary
Slide 27: In Closing
IN CLOSING STRONG FUNDAMENTALS • Five decades of market leadership and customer value through unique positioning towards tapping potentials from emerging trends • Strong cost competitiveness across the value chain • Customer focused, TQM-driven, Lean organization • Well- established Aftermarket netw
Slide 28: Discussions
DISCUSSIONS 28 28 WABCO Confidential and Proprietary
Slide 29: Thank You
THANK YOU 29 WABCO Confidential and Proprietary